Consulting & Advisory Services for Growing Businesses
Litrivis CPA provides business consulting and financial advisory services for the major decisions and transitions that don't happen every month: mergers and acquisitions, business valuations, succession planning, business formation, and startup consulting.
When the stakes are high and the decision is complex, we act as your business advisor, bringing senior-level financial judgment to the table.
Why Strategic Advisory Matters
Most financial services support the ongoing operation of a business: bookkeeping, tax, reporting. Consulting and advisory work is different. It supports the major, often infrequent decisions that shape a business's trajectory: buying or selling a company, bringing on a new owner, structuring a startup from day one, figuring out what the business is actually worth.
These decisions are high-stakes and often irreversible, which makes the quality of financial advice behind them disproportionately important. A poorly structured business formation creates tax and liability problems for years. A succession plan built too late can put continuity at risk. An M&A deal without proper due diligence can mean paying too much, or finding problems after the deal has closed.
Comprehensive Consulting & Advisory Services
Litrivis consulting and advisory services cover the major, high-stakes financial decisions that fall outside day-to-day accounting and tax work: M&A due diligence, business valuation, succession planning, business formation, startup consulting, non-profit financial consulting, and guidance that spans HR, IT, and legal considerations alongside the financial picture.
M&A Due Diligence
Deals that look sound on the surface often have issues that only surface under close examination. We conduct financial due diligence on behalf of buyers or sellers, examining statements, contracts, and business drivers.
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Financial due diligence review
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Quality of earnings analysis
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Findings report and negotiation support
A transaction built on a clear-eyed understanding of the financial reality.
Business Valuation
Most owners don't have a defensible, current understanding of what their business is worth, and that gap can affect the outcome of a sale. We conduct valuations using methodologies appropriate to the purpose.
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Formal business valuation report
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Methodology matched to purpose
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Valuation defense support where needed
A defensible valuation that holds up to scrutiny from buyers, lenders, or courts.
Succession Planning
Succession done well takes years, not months. Starting early preserves options that disappear under pressure. We work with owners to build a plan that addresses the financial, tax, and operational sides of the transition.
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Succession planning strategy
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Financial and tax structuring for the transition
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Timeline and milestone planning
A clear, financially sound path for leadership transition.
Business Formation
Formation decisions are difficult and expensive to unwind later. We advise on entity structure, formation strategy, and initial financial infrastructure before or during formation.
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Entity structure recommendation
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Formation strategy aligned with tax and liability goals
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Initial financial systems setup guidance
A business structured correctly from day one.
Profitability Analysis
Startup Consulting Investors and acquirers scrutinize financial infrastructure closely, and gaps built in early are expensive to fix later.
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Financial infrastructure assessment and setup
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Fundraising readiness review
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Cap table and equity structure guidance
Financial infrastructure built to support growth and investor scrutiny, not rebuilt later.
Non-Profit Financial Consulting
Non-profits face distinct rules around restricted funds, grants, and board reporting that general business advice doesn't address.
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Non-profit financial structure review
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Grant and restricted fund accounting guidance
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Compliance advisory specific to non-profit requirements
Financial management that meets funder and regulatory expectations.
We tailor every advisory engagement to your specific goals, challenges, and circumstances, providing practical guidance that supports confident business decisions.
Our advisory services are designed around your specific needs and business objectives. Whether you're planning a transaction, evaluating your company's value, preparing for succession, or navigating a major business decision, we provide the financial expertise needed to move forward confidently.
Expert Advisory Services
What Businesses Gain
Explore Specific Advisory Services
Our consulting and advisory services provide focused financial guidance for the major decisions that shape your business. We work alongside owners and leadership teams to bring clarity, analysis, and practical expertise to complex situations.
Financial Guidance Across Industries
We provide consulting and advisory services to businesses across a range of industries, adapting our financial expertise to the unique challenges, opportunities, and decisions each business faces.
Healthcare practices and businesses often need guidance around:
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Practice valuation and transactions
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Partner and ownership transitions
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Financial planning and forecasting
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Profitability and cash flow analysis
We help healthcare business owners make informed financial decisions and plan for long-term growth.
Consulting firms, agencies, and other professional service businesses often need support with:
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Business valuation
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Partner and ownership planning
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Profitability analysis
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Growth and financial planning
We provide practical financial insight to help service-based businesses improve performance and plan ahead.
Technology and SaaS companies can benefit from advisory support around:
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Business valuation and fundraising
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Revenue and profitability analysis
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Financial forecasting
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M&A and transaction support
We help technology businesses understand their financial position and make decisions that support sustainable growth.
Growing businesses often face important financial decisions without an internal advisory team. We provide support with:
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Business formation and planning
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Financial forecasting
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Strategic growth decisions
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Succession and exit planning
We bring experienced financial guidance to businesses at every stage of their development.
Every business decision comes with its own financial considerations and challenges. Our consulting and advisory process is designed to provide clear analysis, practical recommendations, and ongoing support tailored to your specific situation and objectives.
Discovery: We understand the specific decision or transition you're navigating and what's at stake.
Assessment: We evaluate the financial, tax, and structural considerations relevant to the situation.
Strategy: We develop recommendations and a plan tailored to your specific goals and constraints.
Implementation: We execute the advisory work (valuation, diligence, structuring, planning) and coordinate with legal or other outside professionals as needed.
Ongoing Support: For longer transitions like succession or startup growth, we stay engaged through the full process, not just a single deliverable.
Communication & Coordination: We maintain clear communication with business owners, management, and other advisors throughout the engagement to keep everyone aligned.
Our Consulting & Advisory Process
Frequently Asked Questions
Everything you need to know before getting started with Litrivis.
Make Your Next Financial Decision
With Confidence
Tell us a little about your business and the financial decisions you're facing. A member of our team will be in touch to arrange a strategy call.
Get Experienced Guidance for the Decisions That Matter Most
The biggest financial decisions a business faces don't happen often, but they matter more than almost anything else. Whether you're buying, selling, transitioning leadership, or building a company from the ground up, experienced financial guidance changes the outcome.
Schedule a consultation with Litrivis CPA to discuss consulting and advisory services for your business.